Anic Equity¶
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Total return since start: 0.608 %¶
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Equity now: -----------------------------> 49122.95 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45061.41 Kr¶
PnL: ---------------------------------------> 5.41 Kr¶
DD now: ---------------------------------> -7.525 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-05 14:36:02.798866'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.060000 | 1666.620000 | 197.620000 | 13.450000 | 1468.999998 |
| Orrön Energy | 180 | -2.000000 | 2158.200000 | 115.200000 | 5.640000 | 2043.000000 |
| Atrium Ljungberg B | 5 | 0.300000 | 998.000000 | 63.000000 | 6.740000 | 935.000000 |
| Sagax A | 4 | 0.000000 | 896.000000 | 42.000000 | 4.920000 | 854.000000 |
| Sagax B | 4 | -0.310000 | 894.400000 | 40.400000 | 4.730000 | 854.000000 |
| Hoist Finance | 35 | 0.340000 | 1020.250000 | 40.250000 | 4.110000 | 980.000000 |
| Catena | 2 | -0.950000 | 830.800000 | 38.800000 | 4.900000 | 792.000000 |
| Hexatronic Group | 12 | -0.430000 | 997.440000 | 30.440000 | 3.150000 | 966.999996 |
| JM | 6 | -1.000000 | 893.400000 | 29.400000 | 3.400000 | 864.000000 |
| Platzer Fastigheter Holding B | 12 | -3.060000 | 988.800000 | 27.800000 | 2.890000 | 960.999996 |
| Sedana Medical | 93 | -4.610000 | 2538.900000 | 17.900000 | 0.710000 | 2521.000011 |
| OX2 | 13 | 1.230000 | 966.550000 | 16.550000 | 1.740000 | 949.999999 |
| Bilia A | 8 | -0.700000 | 909.600000 | 9.600000 | 1.070000 | 900.000000 |
| HEXPOL B | 9 | 0.180000 | 1029.600000 | 8.600000 | 0.840000 | 1020.999996 |
| Biotage | 7 | -0.880000 | 949.200000 | 8.200000 | 0.870000 | 940.999997 |
| VEF | 909 | -2.860000 | 1854.360000 | 4.360000 | 0.240000 | 1850.000436 |
| Gränges | 9 | -1.240000 | 930.600000 | 2.600000 | 0.280000 | 927.999999 |
| AcadeMedia | 8 | -1.180000 | 401.600000 | -0.400000 | -0.100000 | 402.000000 |
| BioGaia B | 8 | -2.190000 | 929.600000 | -0.400000 | -0.040000 | 930.000000 |
| Byggmax Group | 33 | -2.170000 | 952.380000 | -3.620000 | -0.380000 | 956.000001 |
| Clas Ohlson B | 12 | -1.890000 | 965.400000 | -7.600000 | -0.780000 | 972.999996 |
| ASSA ABLOY B | 3 | -1.580000 | 767.400000 | -11.600000 | -1.490000 | 779.000001 |
| EQT | 4 | -2.200000 | 818.000000 | -14.000000 | -1.680000 | 832.000000 |
| Creaspac SPAC | 39 | 0.000000 | 3697.200000 | -20.800000 | -0.560000 | 3717.999987 |
| Nordic Waterproofing Holding | 7 | -1.170000 | 942.200000 | -24.800000 | -2.560000 | 966.999999 |
| Alimak Group | 11 | -1.920000 | 900.900000 | -27.100000 | -2.920000 | 927.999996 |
| Addnode Group B | 11 | -1.220000 | 891.000000 | -30.000000 | -3.260000 | 921.000003 |
| SKF B | 5 | -1.090000 | 908.250000 | -31.750000 | -3.380000 | 940.000000 |
| Indutrade | 5 | -1.430000 | 1173.000000 | -45.000000 | -3.690000 | 1218.000000 |
| Latour B | 4 | -0.830000 | 809.200000 | -47.800000 | -5.580000 | 857.000000 |
| INVISIO | 16 | 0.440000 | 3632.000000 | -57.000000 | -1.550000 | 3689.000000 |
| Bufab | 3 | -1.030000 | 1039.800000 | -69.200000 | -6.240000 | 1109.000001 |
| Vitec Software Group B | 2 | -4.150000 | 1015.000000 | -72.000000 | -6.620000 | 1087.000000 |
| BHG Group | 97 | -1.830000 | 1356.060000 | -102.940000 | -7.060000 | 1458.999989 |
| Hexagon B | 26 | -2.730000 | 3339.700000 | -121.300000 | -3.500000 | 3461.000010 |
| TOTAL | 45061.410000 | 5.410000 | -7.52518% | 45056.000411 |
Updated:¶
'2023-07-05 14:36:19.417411'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
